Introducing the Codeless Bot platform in SalesIQ - the fastest way to build chatbots!

Introducing the Codeless Bot platform in SalesIQ - the fastest way to build chatbots!

Bot building with minimal or no coding is the need of the hour. So, we at Zoho SalesIQ, are here, introducing our Codeless Bot platform. With this platform, you can create chatbots in minutes without a line of code. The platform uses blocks to collect pieces of information from the visitor, sends personalized messages, and performs actions based on their needs.

Highlights of the Codeless bot:

  • Rule-based chatbots:  It is a code-free, rule-based chatbot builder in SalesIQ that can help you create a conversational bot just by designing a flowchart. The platform works on the basis of predefined inputs and keywords. All instructions for the bot are pre-coded by developers so that the bot can act and respond accordingly. The bot questions the visitor, provides response suggestions and when the visitor responds, it analyses the intents in the response and replies contextually. 
  • Easy management : You can build and make changes to the bot flow anytime without any complexity. 
How it can ease the bot building experience?:

  • No-code experience: This platform will only require you to build a flow chart based on your requirements for the bot and requires absolutely no code. Once the flow is done, SalesIQ will build the bot for you.
  • Drag and drop interface: The builder has a simple drag and drop interface wherein you have to drag elements from the right side of the builder and drop them in the cardholder.
  • Quick and efficient : Once the flow chart is complete with no open links, you can publish the bot then and there and it will be fully ready to assist website visitors.

CODELESS BOT TERMS:

Let's look at some important terms that are used inside the codeless bot platform.

  1. Card: They define the functions performed by the bots. Add, remove and rearrange cards to change the bot's functionality. 
  2. Cardholder: Click or drag and drop the block to the cardholder to add as a card in the bot's flow.
  3. Block: Drag and drop blocks from the block gallery to the board to add them as cards.
  4. Connected link: They are the defined connections. Once executed, the flow will move on to the next card.   
  5. Open link: They are undefined connections. You can add cards to the open links to continue the flow.
  6. Link tag: Links tag is used to denote the rules or other conditions of the link.
  7. Preview: This option lets you preview the working of the bot as you make changes.


HOW TO SET UP THE CODELESS BOT?
  • Navigate to Settings > Bot > Zobot.
  • Inside the Zobot dashboard, click Add.
  • Give your bot a name and choose the platform - Codeless bot builder. Click Next.
  • Then, add a description, choose a brand and click Next.
  • Choose the bot audience. 
  • Then, choose when the bot must initiate a chat with a website visitor.
  • Set the bot response interval.
  • Following this, set up chat inactivity rules.
  • If you want to let, your visitors connect to human agents, enable the Allow Handoff option. Finally, click Create.
  • Once the bot is created, you will be redirected to the codeless bot builder page, where you can design flow-based conversations using blocks that appear on clicking cardholder (+).

Benefits of using a chatbot: 

  • Save more with chatbots: There is always a huge upfront cost involved with respect to hiring operators for a business. You can cut down on these costs and deploy chatbots on your website to assist visitors.   
  • Swift bot building: The no-code chatbot platforms make your bot building quicker and more efficient. With most of the development done for you, these platforms only require your development team to focus on features that enhance the effectiveness of the bots and not on first-level features.
  • Automation of repetitive tasks: Zobots eliminate the need for operators to do the same work again and again over time. They help automate tasks which are to be frequently done and at the right time.This can help you save time and increase productivity, while also avoiding errors.
  • Stronger security: Another most important aspect of chatbot deployment is security. You need to have strongly coded bots to make sure your business is not vulnerable to any kind of attacks. With the Codeless bot, you can be least worried about the security of your business and the website.
To learn how to build a codeless bot for your business, click here.



    Nederlandse Hulpbronnen


      • Recent Topics

      • Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!

        Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats or
      • Using Zoho One to manage two (or more) businesses

        We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).
      • Skip order confirmation step in commerce?

        We have a store to sell products that are not shipped to a customer. Right now, when the order is placed, we have to manually 'confirm' the order so the sales order can convert to an invoice and charge the customer.  Is there a way to skip the manual
      • Free Shipping Coupon - Zoho Commerce

        I love the Zoho platform. Zoho Commerce is no exception; however, I'm struggling with a few common features I cannot find or are missing that I hope someone can help me with. Is there a way to create a coupon code for free shipping?
      • Is there a way to link an item to a liability account?

        I collect customer deposits for certain services and hold them in a liability account. However, Zoho Books doesn't let you create an item and assign it to a liability account so how do I create an invoice with an item that records it as a deposit into
      • Select a balance sheet account when creating an invoice

        Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues.  I have to create a transit revenue account and then tranfer to the right
      • How to work out commission in zoho commerce based on coupons

        HI There Is there any way to produce report based on coupon name in zoho commerce We need to pay commission to various channels who are helping us to increase the online sales so we have number dedicated coupons assigned to the above mentioned channels
      • Request for Subform Styling Feature in Zoho CRM Canvas

        Dear Zoho CRM Team, We have observed that in the Zoho CRM Canvas view, it is currently not possible to set presets or manage the styles of subform fields. Additionally, the ability to edit subform data directly within the Canvas view appears to be limited
      • How to Delete Old Tasks/Streams Assigned by Deactivated Users? 'Operation Not Permitted' Error

        Hello, I’m using Zoho Mail and have several old tasks assigned to me in Tasks and Streams. These tasks were created by former employees whose accounts are now deactivated. When I try to delete these tasks, I get an "Operation Not Permitted" error. These
      • Zoho Books - Sales Person Contact Details on Quotes

        Hi Zoho Books Team, I've had various clients ask me about showing the phone number and email of the sales person on Quotes to help eliminate any barriers to closing sales. When I tell them that it is not possible they are always surprised and say something
      • Related products category instead recommended products.

        Hi there, It is possible to show related products of the same category (as it works in the rest of the ecommerce) instead of showing recommended products.
      • Uploading PDF files

        How do I upload a PDF file to my ZOHO site?
      • How to send invoices to 2 emails?

        Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.
      • It returns 1 record

        Var1= Tools_Request[Liability_Receipt == input.Liability_No]; for each rec in Var1.Tool_Request_Description { Var2= (ET_Inventory[SKU == rec.Tools_SKU].SKU).getAll(); } info call for Var2 It only fetch 1 record On record file
      • Narrative 5: The essential role of SLAs

        Behind the scenes of a successful ticketing system - BTS Series Narrative 5: The essential role of SLAs Every organization that interacts with customers establishes a timeframe within which agents should respond to queries as part of a service level agreement
      • Nextdoor Integration

        Does Zoho social work with Nextdoor? www.nextdoor.com? Are there any plans for an integration?
      • My email sending has beed blocked due to high bounce rate. NEED HELP

        User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to
      • Can Zoho CRM Emails be used in Zoho Analytics in any capacity?

        We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just
      • IF Statement in Zoho CRM Formula Field

        Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination
      • Scheduled Maintenances

        Hi, Why is adding scheduled maintenance so arduous. It should be a simple process and take very little time for basically a recurring job. Creating 3 records with similar data seems crazy to me. Is there a easy way to do this? I have to create hundreds
      • Subform Fields for Form Rules & Subform Fields as a Condition with Form Fields as the Action

        Hi, The Subform in Field Rules is great, but it is missing completley from Form Rules and it lacks being able to have Subform Fields in the Condition while having Form Fields in the Action, it works the other way around. Thanks Dan
      • Power of Automation :: Implementing Deadline-Based Task Scoring with Custom Fields

        Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
      • Zoho Forms - Subform Integration with Zoho CRM?

        I created a form in Zoho Forms that includes a sub-form for information that I want to integrate with the CONTACTS module. I am unable to find a way integrate/map the fields in the sub-form with the Contacts module in Zoho CRM. Is there a way to do this
      • Filter by user in Pivot Chart

        I have a Pivot chart where the data should be filtered by user. The user enters the system and should see only the data that correspond to it. Can anyone help me?
      • Is ZeptoMail Still Supported? No Response to API Query in Over a Week

        Is ZeptoMail Still Supported? No Response to API Query in Over a Week I’m posting here to express my growing frustration and concern over the lack of professionalism I’ve experienced with Zoho's ZeptoMail support. On July 21st, I received a response asking
      • Add ID to the recycling bin page

        Feature request to add the ID to the recycling bin page. This would be helpful for reference when trying to recover things. This is the long zoho ID for each item. - ticket ID - contact ID - account ID - etc.
      • Remove System Defined Ticket Layout

        Hi ZohoDesk, I have created a new Ticket Layout and made it the default and I want to remove the original default one so there is only one to choose from. It won't allow me to do this, or go into the options and take the tick out of the show in Help Center.
      • ZOHOLICS Japan 2025 開催のお知らせ

        ユーザーの皆さま こんにちは、Zoho コミュニティチームの中野です。 年に一度の自社最大イベント、「ZOHOLICS Japan 2025」(ゾーホリクス)の開催が決定しましたので、こちらでお知らせします。 今年の開催回は、特別ゲストやZoho のエキスパートが、 最新のDX事情や皆さまのビジネスプロセス改善、業績アップのヒントとなる情報をお届けします。 Zoho コミュニティからは、Zoho Championの西尾さん(@西尾 真言)、 コミュニティアンバサダープログラム(ZCAP)メンバーの箕輪さんにご登壇いただき、
      • Unable to connect Zoho Learn to other Zoho Tools

        Hello Zoho, Can you work on Zoho Learn. I am unable to connect it with other Zoho tools like Zoho people or even Zoho SalesiQ. This is needed, especially if I am connect Ai to my systems. Please work on connecting your applications better, especially
      • Chatbot for Urdu language

        Hello, I have successfully set up Zoho Desk and integrated it with Moodle using ASAP. I am now looking for a chatbot that supports the Urdu language to enhance student support. My goal is to enable the chatbot within ASAP so that students can ask questions,
      • Multi Level Hierarchical Query

        Hi guys I have a situation where i am trying to extract the descendants of a particular entry. So long story short, i have the Account table with Agency (A) id = 1, and that has child Agency (B) id = 2. This child agency (B) has a child agency (C) id
      • AI-Powered Grouping and Tagging of Related Issues and Tasks in Zoho Projects

        Dear Zoho Projects Team, Greetings, We would like to suggest a feature that would greatly enhance how we manage feature requests and bug reports submitted through the Zoho Desk to Zoho Projects integration. Use Case: Our support agents handle customer
      • How to change side bar from dark mode to light mode?

        The side bar on the left side in workdrive doesn't appear to have a way to fix it from dark mode - is there a way to? I can't read in dark mode without excessive headaches, and I would really like to be able to see while I have workdrive open, as workdrive
      • How to see history on Bulk send of Customer Statements

        Hi, We bulk send statements to customers every month via Books - every month we have customers emailing requesting a statement. Currently I have no visibility on if a customer was sent the statement or not and if our process is being followed or overlooked
      • Guided Conversations - Ticket Creation

        Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the
      • How to add buttons elements in the Header

        I am trying to add CTA (Call to Action) buttons in the right side of the main navigation menu. This is a common practice for sites but I can't seem to figure this out for Zoho Sites. Is there a custom workflow that could be shared with me? 
      • Automatic back up - Zoho Recruit, books, people,crm, analytics

        Hello, Has anyone found a good way of automatically backing up Zoho (CRM, expense, recruit, people, books, analytics).? I have found with tool that does, but it doesn't include recruit or analytics It's a bit annoying and time consuming having to go to
      • delete departments on zoho desk

        I created test departments on zoho desk. how can i delete them now?
      • Validation, checking if a file has been attached to the ticket

        A very useful option would be to allow checking, under specific conditions, whether the user has attached a file to the application, e.g., a bug report. Some applications require files to be attached, and the system could enforce this after the system
      • AI & Zoho Recruit

        Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation
      • Next Page